How to Open a COL Account

COL Starter is an entry-level account suitable for long-term investing which requires a minimum investment of only Php5,000.00. COL Starter Plus is for active traders and requires a minimum investment of Php25,000.00. COL Premium is for the premier investor and requires a minimum investment of Php1M.

– The Billing Statement could be under the name of parents, siblings or spouse as long as the Surname is the same as the applicant’s.

– For OFWs who don’t have any Billing Statement, a copy of Employment Contract showing the current address would suffice.

– All other documents to show proof of address in the absence of Billing Statement are subject to approval.

(Important note: Name, Address and Date should be present in the statement. It must be recent, no later than 3 months past)

Additional Documentary Requirements:

For Resident Foreign Citizens: Alien Certificate of Registration or Work Permit from DOLE

For Non-Resident Foreign Citizens: Authentication of a photocopy of Passport Proof of Income

Step 4. Submit in person or mail (courier) all the documents to:

COL Financial Group, Inc.

2403-B, East Tower, Philippine Stock Exchange Center,

Exchange Road, Pasig City 1605 Philippines

OR you may also have the forms picked up by COL’s messenger if you are within the metro. Simply make a request by calling their hotline 6515888.

Step 5. Wait for confirmation/approval from COL via email.

(Waiting period could be from 3-6 days from the time the application was received. Please check your Spam folder if you have not received the email within this period, or follow it up with the head office by calling up their hotline 6515888 or emailing helpdesk@colfinancial.com).

You will be given a COL Financial account number via EMAIL which number you will then use in funding your account.

(Note: It is IMPORTANT to indicate the COL FINANCIAL ACCOUNT HOLDER’S NAME and COL ACCOUNT NUMBER when making payments to ensure proper and timely credit to your account.)

Step 7. Once your account has been funded, your log in details (COL username and password) will be sent to you within 24-48 hours via email. (By experience, the waiting period for the log in details is 3-5 business days).

Step 8. Once you have received your log-in details, please wait another 24 hours before your funds become available for you to start buying stocks (as recommended by Bro. Bo Sanchez in his Stocks Update). Please read ‘How To Buy Stocks’ for tutorial.

Step 9.Fund your account regularly (monthly). It does not matter how much you deposit, as long as it is REGULAR. That is what Bro. Bo Sanchez wants for his Truly Rich Club members – that you grow your investments to enjoy financial freedom when you retire.

Thanks and God bless,

P.S. 1. COL Financial, Inc. is the recommended Stock Broker of Bro. Bo Sanchez to all his Truly Rich Club members. The TrulyRichClub is a membership Club that he had created to help people achieve Financial Wealth and Spiritual Abundance. It is a private group of individuals who have decided to do something about changing their beliefs and thinking—to gain the abundance mentality they need to change their lives forever. Bro. Bo provides them with the right tools, principles, and strategies to grow in their financial and spiritual life.

P.S. 2. Wanna join us at the ‘Happiest Place on Earth‘? We do a meet and greet with Bro. Bo every Sunday at the Feast PICC. Please feel free to join us after the 3rd session. For Feast schedules in PICC and other areas around the metro, pls refer to the right side of Kerygma Family homepage.

COL Financial is the new name of Citiseconline. I blogged about this topic, too (CitisecOnline’s New Website).

To open an account with COL, just follow the steps in ‘How to Open a COL Account’. Pls read ‘How to Properly Fill Out COL Forms’ as well. Bank account in the Phils is not a pre-requisite in opening a COL Account.

I’m just starting to process my application for COL account. Where can I email the copy of my scanned application form, trading agreement and signature card? Do I really need to send the hard copy through mail to COL office?

I just joined Truly Rich Club. I have prepared the documents for opening my COL account, but wanted to email first the scanned copy of the forms for checking before sending it via courier (I am based overseas). Could you please pm me the email address to send the documents to?

Well I’m new here in Col Financial, I want to fill out the information on how to open an account to COL Financial but I can’t download the form or any online filling up forms?
Appreciate your reply thanks

I want to open a COL account, I’m new in investing, I have already application form completely filled up and also some requirements. I want these form to be reviewed first before I will send thru courier because i’m from mindanao area. Can you please give me e-mail address where to send my application form for review. I’m new TRC member.